Timothy Dennis Mcgrath

Current Employers

Employment History

• 02/2013 → 10/2023
  Financial Solutions, Llc
  Waukesha, WI
• 03/2016 → 05/2024
  Osaic Wealth, Inc.
  Jersey City, NJ
• 10/2023 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 06/2024 → Present
  World Investments, Llc
  Lincroft, NJ

Previous Registrations

• 2013-02-05 → 2023-10-09
  Financial Solutions, Llc
  Waukesha, WI
• 2013-02-01 → 2016-03-16
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Waukesha, WI
• 2010-05-04 → 2016-03-02
  Jltd Advisors, Llc
  Chicago, IL
• 2003-10-31 → 2010-05-05
  B. Riley Wealth Management
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1. Financial Solutions, LLC; Investment Related; 20800 Swenson Drive, Suite 425 Waukesha, WI 53029; Investment Advisory Services; Manager; 10/1/2023; 40 hours per month; 40 hours during trading hours; Providing or supporting investment advisory services which may include retirement plan consulting, discretionary or non-discretionary investment management, financial planning, or other related investment advisory activities. 2. Outside Non-Variable Insurance Sales; Investment Related; 20800 Swenson Drive, Suite 425 Waukesha, WI 53029; Non-Variable Insurance & Annuities; Insurance Agent; 1 hour per month; 1 hour during trading hours: Sales and service of non-variable insurance and annuities through one or more unaffiliated carrier appointments.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-19
• S63 Uniform Securities Agent State Law Examination
  1994-04-12

Other Names

• Timothy D Mcgrath
• Timothy Dennis Mcgrath
• Timothy Mcgrath